Redtail CRM + Veem
Create Veem payment requests for new Redtail CRM activities
Easily streamline your payment process when new activities are created in Redtail CRM with this efficient automation. Once set up, this workflow will be activated whenever a new activity is added in Redtail CRM, instantly sending a payment request through Veem to the specified payee. You can now save time, reduce manual work, and focus on maintaining strong relationships with your clients as your payment transactions are handled seamlessly in the background.
Easily streamline your payment process when new activities are created in Redtail CRM with this efficient automation. Once set up, this workflow will be activated whenever a new activity is added in Redtail CRM, instantly sending a payment request through Veem to the specified payee. You can now save time, reduce manual work, and focus on maintaining strong relationships with your clients as your payment transactions are handled seamlessly in the background.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Request Payment
Requests a payment.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
